JM 斯馬克公司
MX ˙ BMV ˙ US8326964058
SecurityMX:SJM / The J. M. Smucker Company
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership54,098 shares
Latest Disclosed Value $ 5,217,328
AE Wealth Management LLC reports 22.77% increase in ownership of SJM / The J. M. Smucker Company

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 54,098 shares of The J. M. Smucker Company (MX:SJM) valued at $5,217,328 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 44,064 shares of The J. M. Smucker Company. This represents a change in shares of 22.77% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F SMUCKER J M COM NEW 832696405 54,098 10,034 22.77 5,217 21.04 0.0008
2026-01-26 2025-12-31 13F SMUCKER J M COM NEW 832696405 44,064 4,312 10.85 4,310 -0.16 0.0247
2025-11-03 2025-09-30 13F SMUCKER J M COM NEW 832696405 39,752 4,666 13.30 4,317 25.31 0.0275
2025-08-06 2025-06-30 13F SMUCKER J M COM NEW 832696405 35,086 2,350 7.18 3,446 -11.12 0.0252
2025-05-06 2025-03-31 13F SMUCKER J M COM NEW 832696405 32,736 3,967 13.79 3,876 22.39 0.0326
2025-02-13 2024-12-31 13F SMUCKER J M COM NEW 832696405 28,769 5,999 26.35 3,168 14.87 0.0269
2024-11-14 2024-09-30 13F SMUCKER J M COM NEW 832696405 22,770 22,770 2,757 0.0250
2024-05-15 2024-03-31 13F SMUCKER J M COM NEW 832696405 0 -17,185 -100.00 0 -100.00
2024-02-14 2023-12-31 13F SMUCKER J M COM NEW 832696405 17,185 1,081 6.71 2,263 14.35 0.0116
2023-10-11 2023-09-30 13F SMUCKER J M COM NEW 832696405 16,104 651 4.21 1,979 -13.24 0.0118
2023-07-10 2023-06-30 13F SMUCKER J M COM NEW 832696405 15,453 461 3.07 2,282 -3.31 0.0137
2023-04-14 2023-03-31 13F SMUCKER J M COM NEW 832696405 14,992 -762 -4.84 2,359 -5.49 0.0152
2023-01-31 2022-12-31 13F SMUCKER J M COM NEW 832696405 15,754 842 5.65 2,496 21.82 0.0180
2022-10-25 2022-09-30 13F SMUCKER J M COM NEW 832696405 14,912 802 5.68 2,049 13.46 0.0162
2022-08-03 2022-06-30 13F SMUCKER J M COM NEW 832696405 14,110 130 0.93 1,806 -4.60 0.0144
2022-04-18 2022-03-31 13F SMUCKER J M COM NEW 832696405 13,980 1,359 10.77 1,893 10.44 0.0130
2022-01-20 2021-12-31 13F SMUCKER J M COM NEW 832696405 12,621 784 6.62 1,714 20.62 0.0120
2021-11-01 2021-09-30 13F SMUCKER J M COM NEW 832696405 11,837 -11,621 -49.54 1,421 -53.24 0.0117
2021-07-21 2021-06-30 13F SMUCKER J M COM NEW 832696405 23,458 16,299 227.67 3,039 235.43 0.0265
2021-04-27 2021-03-31 13F SMUCKER J M COM NEW 832696405 7,159 288 4.19 906 14.11 0.0091
2021-02-01 2020-12-31 13F SMUCKER J M COM NEW 832696405 6,871 1,542 28.94 794 28.90 0.0090
2020-11-06 2020-09-30 13F SMUCKER J M COM NEW 832696405 5,329 1,126 26.79 616 38.43 0.0088
2020-08-05 2020-06-30 13F SMUCKER J M COM NEW 832696405 4,203 517 14.03 445 8.80 0.0069
2020-05-07 2020-03-31 13F SMUCKER J M COM NEW 832696405 3,686 -329 -8.19 409 -2.15 0.0094
2020-01-15 2019-12-31 13F SMUCKER J M COM NEW 832696405 4,015 824 25.82 418 19.09 0.0091
2019-11-05 2019-09-30 13F SMUCKER J M COM NEW 832696405 3,191 3,191 351 0.0101
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.